Consilium Wealth Management provides individuals and companies with tailored financial planning solutions.
We deliver the exceptional service and quality of advice that every client should receive; the focus of the Practice is offering a highly personal service, working closely with clients to ensure that the financial plan put in place is rigorously reviewed and monitored ensuring ongoing suitability and ultimate peace of mind.
Consilium Wealth Management Ltd is a Partner Practice of St. James's Place Wealth Management. St. James’s Place is one of the UK's leading wealth management organisations, managing client funds in excess of £90 billion.
We also work closely with businesses, offering solutions for:
• Tax efficient profit extraction and management
• Benefit packages for employees
• Exiting your business*
We provide advice on financial planning needs, including:
• Family protection needs
• Health and income insurance
• Retirement planning, including taking benefits
• Investing for the future
• Investing for income
• Access to cash management services
• Mortgages
• Tax mitigation planning
• Succession and legacy planning
Your home may be repossessed if you don't keep up repayments on your mortgage.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can, therefore, go down as well as up. You may get back less than you invested.
* Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place
Trusts are not regulated by the Financial Conduct Authority
The Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).
The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.